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SOUTHWESTERN INVESTMENT GROUP’S BRENTWOOD OFFICE MOVES TO A NEW LOCATION

BRENTWOOD, Tennessee—After a period of significant growth, Southwestern Investment Group is excited to announce that its Brentwood office is moving to a new location. As of July 20, 2020, at 8:00 a.m., clients can visit their advisors at 12 Cadillac Drive, Suite 100, Brentwood, Tennessee. The new office, which is still conveniently located within the same business complex as the previous office, will provide the Brentwood wealth teams with ample space to continue growing and building their client base. 

Southwestern Investment Group attributes its progress to its care for employees and clients and its focus on comprehensive financial planning. Advisors and their teams are continually encouraged to learn and develop their knowledge, advancing their careers and allowing them to further help their clients succeed. In addition, each wealth team follows a strong set of core values that ensures that clients’ best interests are always at the forefront of every financial strategy. 

To learn more about Southwestern Investment Group’s Brentwood teams, please visit www.swinvestmentgroup.com. These local advisors are ready to build your complete financial strategy to help preserve and grow your most valuable assets. 

About Southwestern Investment Group 

Southwestern Investment Group was established in 2002 as an independent firm and manages more than $4 billion in client assets as of July 16, 2020. The advisors at Southwestern Investment Group use Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, as their broker-dealer, which allows them to have the support of a large company while offering the personalized services of a small firm. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to help enhance and preserve your wealth. Southwestern Investment Group is a member of the Southwestern Family of Companies. For more information, visit swinvestmentgroup.com.

About Raymond James Financial Services

Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada, and overseas. Total client assets are $831 billion as of July 16, 2020.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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Jeffrey T. Dobyns

President, SageSpring 

Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best. 

Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades. 

His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville. 

Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.